More potential bad news for Apple investors on Wednesday: shipments of the iPad mini could drop by as much as 30% in the second quarter. According to unnamed supply chain sources speaking with Digitimes, Apple’s manufacturing partners will ship 20% to 30% fewer iPad minis this quarter than they did between January and March due to “lacking demand in the market.” According to the report, customers are waiting for the second-generation iPad mini with a Retina display to launch, and are therefore not interested in the first model, which was released just this past November. Digitimes states that Q2 iPad mini shipments are expected to fall to between 10 and 12 million units from about 15 million in the March quarter.
Apple went from investors’ darling to Wall Street whipping boy in a matter of months, and the stock is now down more than 35% from the record high it hit last September. Shares plummeted to levels not seen since 2011 on Wednesday afternoon thanks in part to a recent note from Jefferies & Company analyst Peter Misek, who said Apple could be in for another couple of “disappointing” quarters as nearly all of its major mobile launches will happen later than expected this year. More →
Several devices from Apple’s (AAPL) next-generation lineup will reportedly launch later than most industry watchers expect due to various delays with their development. Plugged-in analyst Ming-chi Kuo of KGI Securities on Thursday circulated a research note claiming Apple’s iPhone 5S will not launch as soon as most sell-side analysts believe, and neither will its upcoming entry-level iPhone or the second-generation iPad mini. More →
Apple’s (AAPL) quest to trademark the term “iPad mini” is now back on track now that the United States Patent and Trademark Office has withdrawn its main objections to trademarking the name of the company’s smaller tablet. MacRumors reports that the USPTO withdrew its “primary objection to Apple’s application related to all of the elements of the ‘iPad mini’ name having been judged as descriptive rather than contributing to a unique product name.” MacRumors notes that the USPTO’s original objections were fairly easy to overturn since the company merely needed “to show that the ‘iPad mini’ term was an extension of its already distinctive ‘iPad’ trademark and submit a new specimen satisfying the examiner’s objection.”
Apple (AAPL) has continued to move away from its dependence on Samsung’s manufactured components in new products. David Hsieh of NPD Group’s DisplaySearch said on Thursday that the company will rely on Taiwanese firm Innolux and China’s Century Display for touch panels in its next-generation iPad mini, the Taipei Times reported. Innolux revealed earlier this week that it plans to ship its first touch panels for smartphones and tablets with its touch-on-display technology by the end of this year. Digitimes also reported that Apple will move away from Samsung (005930) and instead rely on components from LG Display (LPL), Sharp (SHCAY), Japan Display and AU Optronics (AUO) for the iPad mini.
In some potentially exciting news for people who have been waiting for the second-generation iPad mini to come out, Digitimes reports that Apple (AAPL) is cutting its iPad mini shipments in the second quarter of 2013 “to between 10-12 million units.” Digitimes‘ sources also say that Apple is currently “adjusting its reserves for the next-generation iPad mini, which is likely to be released in the third quarter.” This lines up with earlier rumors we’ve heard that the second-generation iPad mini will launch this fall and will come with the same high-resolution Retina display found in the 9.7-inch iPad and the iPhone 5.
A recent report claims Apple (AAPL) is prepping its second-generation iPad mini for launch ahead of the holidays this year. Following a report suggesting the new Retina-equipped iPad mini could debut as soon as next month, a pair of reports claim the tablet’s release is instead slated for sometime this coming fall. CNYes reported on Monday that Apple is aiming for a third-quarter launch, and DisplaySearch analyst Paul Semenza recently told CNET that the second iPad mini will likely launch in the third or fourth quarter this year. Apple’s next-generation iPad mini is expected to feature a new 8-inch Retina display with 2,048 x 1,536-pixel resolution.
One disappointment with Apple’s (AAPL) iPad mini was that it didn’t come with the high-resolution Retina display that the company first used in its third-generation iPad models. While many Apple fans were hoping that the company would release a Retina-equipped iPad mini this spring, a new report from Chinese website CNYes suggests that we might have to wait until the third quarter of 2013 to see an upgrade for Apple’s smaller tablet. The good news for Apple is that the lack of a Retina display hasn’t hurt demand for the iPad mini at all since CNYes says that Apple plans to ship 55 million units this year alone. Given that Apple shipped more than 13 million iPad minis in the fourth quarter of 2012 and that smaller tablets are expected to grow even more popular throughout 2013, Apple likely feels no need to rush a second-generation iPad mini as long as the first-generation model keeps selling well.
iFixit on Thursday published a list of the best and worst tablets based on their respective repairability scores. While no slate scored a perfect 10, the company found that the Dell (DELL) XPS 10 was the easiest tablet to repair thanks to its accessible case, color-coded screws and labeled cables. At the bottom of the list was Microsoft’s (MSFT) Surface Pro and Apple’s (AAPL) iPad and iPad mini. The Surface Pro scored a 1 out of 10 and was said to be difficult to open without shearing the display cables, while the iPad scored a 2 out of 10 for its excessive amounts of adhesive. The Surface RT didn’t fare much better and scored a mere 4 out of 10, compared to Android tablets such as the Nexus 7, which scored a 7 out of 10, and the Galaxy Tab 2 7.0, which garnered at score of 8 out of 10.
Since the launch of Apple’s (AAPL) iPad mini in the fall of 2012, LCD panel shipments have shifted dramatically to smaller screen sizes. Display Search found that shipments of 9.7-inch screen panels have fallen a whopping 6.1 million units from December, while 7-inch and 7.9-inch panels grew from 12 million units to 14 million. It’s interesting to note that while the iPad mini seems to be cannibalizing sales from the full-sized iPad, shipments of 10.1-inch displays have actually increased since December. More →
A report from earlier this week suggested that Apple (AAPL) panel supplier AU Optronics is currently developing the new Retina display for the company’s upcoming second-generation iPad mini. Now, photos of the next-gen iPad mini case may have leaked for the first time, revealing a sleek slate that unsurprisingly bears a striking resemblance to the current model. A user on Chinese-language WeiPhone published the images on Thursday, and they show a rear shell that is similar to the first iPad mini’s casing but perhaps slightly thicker to accommodate the Retina display. No other details were provided, but additional images of the possible new iPad mini case follow below. More →
Apple (AAPL) launched the iPad mini just three months ago, but the upgraded Retina display for the firm’s upcoming sequel is already in development, according to a new report. With its unnamed industry sources back in business after the long break for Chinese New Year, Digitimes reported this week that Apple supplier AU Optronics has increased its iPad mini display yield to 1 million panels per month after overcoming some manufacturing issues. The site also says AUO has begun developing the panel for Apple’s next-generation iPad mini, which is expected to launch later this year with a Retina display. No details surrounding the next-generation iPad mini’s display were supplied in Digitimes’ report.
Tablets have continued to bleed the traditional PC market dry. The latest numbers from research firm Canalys revealed that tablets accounted for over a third of PC shipments in the fourth quarter of 2012. Worldwide PC shipments were found to have increased 12% year-over-year to 134 million units with 46.2 million units qualifying as tablets, a 75% year-over-year increase. Apple (AAPL) continued to lead the industry thanks to strong iPad sales, shipping 27 million units and taking a 20% share of the market for the first time. The iPad mini was a hit for the company and accounted for more than half of Apple’s total iPad shipments. Due to supply issues and cannibalization of the larger iPad, however, Apple’s tablet share dropped below 49% and for the first time the company did not control over half the tablet market. More →